Our Crypto Platform Getting Started

ACCOINTING.com Platform Step by Step Guide

The world of cryptocurrency is extremely complex. With over 7000 cryptocurrencies and 300 wallets or exchanges available, is hard to find the right solution in order to provide the right solutions for a crypto trader’s needs. We’ve created the ACCOINTING.com Platform Step by Step Guide so you can get the most out of this all-in-one platform that can handle all your needs.

As a crypto trader you want to:

1. know your overall portfolio performance regardless of where his cryptocurrencies are located
2. understand the possible opportunities in the market for investment easily and accurately
3. set up warning and alerts in order to identify possible risks based on their current crypto portfolio
4. deep dive on historical data of their transaction history in order to get more valuable insights
5. make more money and not losing time with compiling transactions for tax reporting

In order to do all of that, handling cryptocurrency has to be simple, fast, reliable, accurate, safe, transparent, affordable, and user-friendly. All the right variables need to be in the right place doing the right thing at the right time with a specific purpose.

1. Getting Started with ACCOINTING.com

a. Sign Up

After clicking on the “sign up” button, you can use an e-mail address or sign up quickly with Google or Apple ID to sign up or log in to ACCOINTING.com.

b. General Settings

Before importing your data, let’s see how you can personalize your ACCOINTING.com account.

Here, you can change your currency display, tax preferences, and your tax plan.


If you want the whole ACCOINTING.com experience, you should download our crypto portfolio tracker so that you can check your portfolio anytime and anywhere!

d. Community resources

Submerge into the crypto market using our various resources, where you can be the first to know ACCOINTING.com updates, crypto tips and tricks, market analysis, and more! Also, try the community board if you want to talk about some topic or get support for anything you need.

Important links:

2. Import data

You can import all your crypto data to ACCOINTING.com in 4 ways: live connection (Coinbase and Uphold, for example), via API (Application Programming Interface), CSV files provided by your Exchange, wallet, or other services; and manually, where you put transactions one by one using a form or a spreadsheet template. 

Start by clicking on the green button to add a Wallet or Exchange. For future needs, you can edit import data in the “Wallets” section.

To find your Exchange/Wallet, you can navigate the integrated lists or put a name on the search tab.

a. Adding Exchanges and Wallets

i. Live connection

This option is available just for some Exchanges that ACCOINTIG.com support. It’s the fastest way to import Exchanges data because you only need to click on “Connect Exchange”.  This connection allows reducing refresh times compared to API connection. It takes less than 10 minutes to get up to date in your transactions! 

On the other hand, the API connection is less efficient on refresh times. For instance, import data from Binance takes around 15 to 30 minutes to get up to date. But this method is one of the most practical because updates are automatic.

ii. File

The file option uses a report generated by your Exchange. Depending on which Exchange you’re connecting to, you’ll need more than one file to import your data. In this example, we’re going to integrate Coinbase Pro.

The disadvantage of this option is that you have to add recent transactions manually, so you’ll need to follow the Manually section’s steps.

iii. Manually

This option is recommended to use in case the other options aren’t available. You have to add each transaction one by one to manage your portfolio. There are two ways to do this: with a form or a spreadsheet template. 

iv. Form

The form lets you append timely transactions. This method is perfect for traders that have about 1 to 2 trades per day. However, this way allows you to classify each transaction; first trade for swaps and the second one, for stacked coins, and so on.

v. Spreadsheet template

This way allows you to import a bunch of transactions into ACCOINTING.com. First, download the Accointing template and open it.

Then, follow the steps appearing on the “READ ME” sheet to fill in your data.

Once you finish, go to ACCOINTING.com and select your file and your timezone.

Finally, if ACCOINTING.com doesn’t recognize a cryptocurrency, a pop-up appears saying what crypto is missing, so you search for the correct one and change it.

b. Adding Wallets

Adding wallets to ACCOINTING.com is similar to adding Exchanges. The most significant difference is that Wallets uses an address connection for each coin instead of an API. Still, you have the same options to import data: live connection using your wallet’s address and manually.

First, search for a wallet by clicking on “Add wallet ” or on the plus button on the wallets page.

Then, write a name on the search tab. In this example, we’re going to use Coinbase Wallet.

i. Address

When you connect a Wallet to ACCOINTING.com, you need to proceed with each coin you have on there the same way using a XPUB (Extended Public Key). First, define what type of currency you wish to add; if it isn’t listed, use ERC 20 for altcoins based on the ethereum blockchain. In this case, we’re going to append USDT. Then, search for your receive address in your Wallet app, and paste it into ACCOINTING.com. If you have problems doing this process, check the article about how to import your wallet.

ii. Manually

As it is for Exchanges, you can import Wallets using a form or a spreadsheet template. It’s better to use the address connection because it refreshes automatically, but these options are available for those who don’t want to put their address into ACCOINTING.com. For this example, we are going to add a Trezor Wallet.

A. Form

The form lets you add timely transactions, so if you send or receive one or two times per day, you append those over here.

B. Spreadsheet Template

This way allows you to import a bunch of transactions into ACCOINTING.com. First, download the Accointing template and open it.

Then, follow the steps appearing on the “READ ME” sheet to fill in your data.

Once you finish, go ahead to ACCOINTING.com and select your file and your timezone.

Finally, if ACCOINTING.com doesn’t recognize a cryptocurrency, a pop-up appears saying what crypto is missing, so you search for the correct one and change it.

c. Adding Services

This option is for those with other crypto-related accounts or to manage different ACCOINTING.com accounts in one place only. You can import your data manually as it is for Exchanges and Wallets.

For example, if you want to import another ACCOINTING.com account, click on the Accointing logo and select “Export here”.

Then, in your main account, go to wallets/add new service/Accointing, and select your exported data.

Finally, assign your Exchanges, wallets, or services to the correct one.

d. Adding New Transactions For Existing Wallets

After importing your Exchange or wallet manually, you have two options for adding new transactions:

Method 1: Using the Full Data Set
  1. Go to the Full Data Set page and click on the “New” button.
  1. Add your transaction by filling the form.
Method 2: via Wallet Page

You can also use the Manually import data options to add new transactions. Click on the pen button from the selected Exchange or wallet.

After this, follow the instructions on the “Manually” section if you want to add a new transaction using a form or a spreadsheet template. You can also change your API connection here.

3. Tracking Your Portfolio

ACCOINTING.com offers minimalist software where you can track all your crypto assets in one place. Please note that the software utilizes coinmarketcap.com data to analyze your gains and losses on the desktop page and marketview.com for the mobile app. Usually, price assets refresh around 1 minute, so you can rest assured that your portfolio PnL (profit and losses) is up to date. Otherwise, you can click on the refresh button on your top right corner.

a. Desktop

ACCOINTING.com desktop platform allows you to manage your portfolio and tax reporting the easiest and fastest way! This section describes all its properties.

i. Overview Page

  1. General Market data
  2. Portfolio Summary and Competitive Chart
  3. Cryptoassets Balance
  4. Market Stats
  5. Portfolio Allocation
  6. Exchanges and Wallets Table
1. General Market Data
Market CapGlobal capitalization of the crypto market
24h Vol.The total volume of transactions in the last 24h
BTC DominanceBitcoin share for the market cap
Total Value*Actual portfolio value
24h Value Change*Portfolio change for the last 24h
24h % Change*Portfolio change for the previous 24h represented in percentage

*: values get updated each hour

2. Portfolio Summary and Competitive Chart
  1. The competitive chart allows you to compare your performance against other ACCOINTING.com users and evaluate your planning. Use this as an incentive to get better at trading and to test your strategies! 
  1. Show your value vs. time in three different ways: Holdings, Price, and Net profit. You can change the time frame on the top right corner of the chart. Also, you can use this to analyze each coin selected on the coin table.


Look at your overall portfolio value and the performance of each asset in a chart.

You can click on the (>>) button to expand your graph. Furthermore, if you click on one coin only, you can see the buy and sell points:


It shows you the market price and your buys and sells of the selected asset based on coinmarketcap.com.

Net Profits

Let’s you analyze your historical realized + unrealized profits, but be aware: this number may be higher than your current holdings because of cashouts, and it doesn’t consider refunds.

3. Cryptoassets Balance
COINShow coin abbreviation and your amount
PRICE/24H CHANGEShow the actual price and 24h % change
VALUE/24H CHANGEShow your total value and the 24h change from this
AVERAGE PURCHASE PRICEThis price is calculated depending on your tax method selected on Settings. If you want to learn how it works, check our crypto tax guide.
LOSS/PROFITIt’s a mini graph describing your profit (green) or loss (red) for each coin, allowing you to determine which currency are performing better
LOSS/PROFIT VALUEIt’s your unrealized gain for each coin. The percentage represents the change of your initial trade and the current value 
4. Market Stats

Show top movers from top 100 coins based on coinmarketcap.com. You can change its position by clicking on the crosshair.

5. Portfolio Distribution

This section illustrates your portfolio weights; what percentage each coin it’s contributing to the total.

6. Exchanges and Wallets Token Allocation

This table describes the distribution of assets. The top bar represents the percentage of your crypto on Exchanges or wallets.

WALLETName of your wallet
COINSCoins you’re keeping in each wallet
ALLOCATIONThe amount and weight  of your coins in each wallet

ii. Performance

ASSETName of your asset
REMAINING AMOUNTThe number of coins you have
UNREALIZED GAINSPotential gain/loss from the first trade
REALIZED GAINSgain/loss from your coin exchanges. Negatives values also indicate a loss from transaction fees. This value is where your taxes are calculated
Number of transactionsThis value helps you to determine which tax plan best suits you

iii. Wallets Page

The Wallets page allows you to see your Exchanges and wallets in detail, add new ones, update your data, or copy your wallets’ addresses directly.

  1. The last time your data was updated.
  2. Refresh button.
  3. Edit and delete. This button allows you to change your Exchange’s name and connection.
  4. Where you can see your transactions from the selected Exchange

When you have a yellow circle next to the Wallet name, it indicates things don’t make sense, so please follow the instructions appearing in your Exchange tab.

Click on the colored button to show where the issue is. It can help you identify better funds that you’re missing.

iv. Full Data Set

You can see all your transactions and filter them by date, type, wallet, classification, bought/deposit, or sold/withdrawal. You can also duplicate, delete, or classify your transactions by selecting them and clicking on the top buttons. 

If you click on a specific transaction, it’ll appear the cost basis, transaction fee, and the transaction hash. Besides that, you can edit, search or add a new transaction here. Lastly, if your transaction type is in red, that means there are missing funds, so please click on it and follow the instructions.

  1. Filters
Select buttonSelect transactions depend on active filtersPress the white square on the filters bar to select transactions appearing on the table. To select only one, click on the white square of the wished transaction.
DateFilter by date using a variety of options
TypeIt selects the type of transaction. You can choose between Whitrdawn, Deposit, Internal, Order, ICO, and OTCThe classification options change depending on which type is selected.
Sold or withdrawnSearch for a specific currency sold or withdrawnWrite the name or abbreviation of the coin you’re searching. 
WalletFilter by Exchange or wallet you already import into ACCOINTING.com
Bought or depositedSearch for a specific currency bought or depositedWrite the name or abbreviation of the coin you’re searching. 
ClassificationSort transactions by classified or no classifiedYou can use this filter to be faster at classifying your transactions!
ClearDisable applied filtres
  1. Action buttons
NewCreates a new transaction for users who import data manually
DuplicateDuplicates selected data
DeleteErase or ignore selected data
ClassifyClassify selected data. This action only works when the Type filter is on. Depending on what type of transaction you selected, the classification will differ.
Show needs reviewShow transactions that need to be reviewed
  1. Export all your transactions to a spreadsheet, and search specific trades with the searching bar. You can explore writing the number of coins, currency name or abbreviation, transaction hash, a comment, or a classification.
  1. The Gray button. This button lets you do a quick edit for an individual transaction. Depending on the Type filter you selected, you can set a classification directly from here:

When you press edit, you can change all the information about the transaction or even add a comment!

Symbols to consider:

Add funds
Gift received
Gift sent
Margin fee
Margin gain
Margin loss
Remove funds

Note: classification description regarding tax reporting is developed in the Tax reporting section

b. Review Button

The review button lets you troubleshoot your ACCOINTING.com portfolio and organize all transactions to facilitate your tax reporting and your finances. If your trades need to be reviewed, it’ll appear a red dot on the button.

i. Unknown Currencies

When ACCOINTING.com doesn’t recognize the cryptocurrency you’re using, you need to tag them manually based on the internal database as a reference. It happens for new tokens or projects that aren’t serious.

ii. Identify Internals

This section is applicable when you transfer cryptocurrency from one of your Exchanges or wallets to another, but ACCOINTING.com doesn’t recognize these transactions. You have to connect both of your wallets on your profile in order to detect internals; make sure you have all your accounts linked to your ACCOINTINTG.com profile!

iii. Classify Transfers

In this section, you can classify your deposits and withdrawals to make a reliable Tax report; order transactions don’t need this classification type. Be sure to categorize them properly because, depending on where you are living, classifications may impact more or less your taxes. You can check what it means for each category by clicking on the “+” buttons.


Add fundsUse this classification when a transaction is adding new money into your crypto portfolio. This could be when you do a bank transfer to your exchange.
AirdropUse this classification for all airdrops you receive. Tax implications are not clear yet so we let you decide on the tax report page how you want to handle the cost basis of these.
Gifted receivedIf you received crypto as a gift, use this classification. Taxwise, this has different implications depending on the country you pay taxes in.
IncomeIf you received income in crypto use this classification. You will then be taxed income tax on this.
MinedUse this classification if a transaction was mined. Taxwise this has different implications based on the country you live in.
StackedUse this classification if a transaction was staked. Taxwise, this has different implications based on the country you live in.
Margin gainSome Margin exchanges create a new deposit for the profit from a margin trade, use this classification for those “deposits”


Remove fundsUse this classification when you a transaction is reducing the money you have in your crypto portfolio. For example when you cash out fiat into your bank account.
Margin lossSome Margin exchanges create a new deposit for the loss from a margin trade; use this classification for those “deposits”
PaymentIf a transaction was a payment for a product or service use this classification.
Gift sentA gift that you sent to someone.

iv. Missing Funds

When an Exchange or wallet reports a different balance regarding ACCOINTING.com due to some trades that aren’t considered in the API connection, this can be challenging if you don’t know where the mistake is because you have to check your full data set to identify it. But no worries, you can select “Fix for me” to do this automatically; however, consider it as the last resource because it creates transactions to balance your portfolio that may not represent the actual missing fund.

By selecting the Exchange or Wallet, you can choose between the following options:

Total balance: this irregularity happens when there is a difference between the wallet’s data and the ACCOINTING.com database. To fix it, click on the” Fix for me” button to generate a reconciled transaction, so the platform gets up to date.

Single Trades and Withdrawals:

Action to solve errorDescription
Fix for meAutomatically reconciles all transactions in the selected wallet by creating the deposit of the missing amount right before the trade.
Go to full data setIt sends you to Full Data Set to analyze your trades and add a new transaction manually.
Reconcile this transactionReconcile just the transaction you selected.
buttonIt gives you some reasons that could have caused the missing fund.

c. Mobile App

ACCOINTING.com offers you a mobile app for IOS and Android that lets you manage and track your portfolio anywhere! In this section, you will learn all of its features to maximize your experience with it. Stay tuned to the constant updates!

i. Portfolio

  1. Add Exchange or wallet button
  2. Portfolio summary chart and tracking space
  3. Coins table

Add Exchange or wallet button: you have this button right away to comfortably add new exchanges or wallets to your profile. Proceed using an API connection or address after selecting the wished wallet. If you struggle with this process, you can check the connection instructions on the connection tab. 

Portfolio summary chart and tracking space: This is where you can see how your portfolio is doing. When you press the expand button, you can analyze the performance of each coin by selecting them. If you swipe this part, you can change the summary chart to your portfolio allocation or the competitive chart.

You can change between dollars and bitcoins to show your total value by clicking on the amount.

Coins table: whenever you see a triangle beside the title of a column, that means you can sort the rows from highest to lowest and vice versa. The percentage of each asset in your portfolio will appear in the coin column if you are in the portfolio allocation section.

CoinSymbol and ticker of your asset
PriceActual price and 24h change in percentage
ValueShow the value and amount of each coin

If you click on a specific cryptocurrency, you will see all their market analytics and your holdings.

Price chart: 

  1. Timeframe

Here, you can change the timeframe of your candlestick bar or line chart.

  1. change chart, favorites, and alarm

Change your candlestick chart to a line chart with the first button. The star button lets you add this asset to your watchlist. Lastly, the bell button allows you to set up an alarm when the price is up or down your mark.

Transaction history: It shows you all your transaction with the selected coin.  Click on the “In total” button to change the amount traded for the transaction price. You can edit the transaction by clicking it.


Total valueCurrent value of your coins
AmountTotal of the selected currency you have
Average buy priceMean of all your purchases
Profit/LossMoney you earn by holding the asset
24h value changeAsset’s price change of the last 24h

Price (24h):

OpenFirst price of the 24h
CloseLast price of the 24h
HighHighest price of the 24h
LowLowest price of the 24h
AverageMean of the price within 24h

Market Stats:

Total supplyCurrent coins on the market
Market capMarket value of the asset
CirculatingCoins being traded (Volume)
Max supplyMax existing amount

New transaction: here, you can add a new transaction manually.

ii. Wallets

You can manage your Exchanges and wallets in this section. Add new accounts, edit and analyze your transactions.

  1. Percentage bar. Describes how your portfolio is distributed between your Exchanges and wallets
  2. Refresh button. Lets you update all your accounts connected to ACCOINTING.com
  3. Connection status. The color indicates the connection’s healthy. Green is “updated”, yellow is “Need to update”, and red is “Need attention”
  4. Refresh individual wallet
  5. Edit the name and connection of your wallets
  6. Delete your connection
  7. View all transactions within the wallet

View details: you can search and filter your transactions for each wallet and filter them for making an efficient analysis.

iii. Market

Watch all crypto markets and follow your favorite cryptocurrency. Sort them by best/worst performance, ranking, or price. Click on one coin to see the price chart and other market metrics, even add new transactions.

  1. Search a wished cryptocurrency
  2. Filters
  3. Extra options that allow you to add a new alarm or save it to your watchlist

iv. Alerts

  1. Add a new alarm
  2. Add a new alarm for a specific coin
  3. activate/deactivate the alarm
  4. Change between your currency or BTC, and if you want to trigger the alarm once or frequently

v. More…

You can contact ACCOINTING.com here using the community and bug/Feature sections; use the referrals link to get 10% by sharing your connection with your friends and family! Dive into our community and personalize the app in this section.


Chart Color IndicatorChange the color of your summary chart depending on your performance; green for positive 24h change, and red for negative 24h change.
Hide balancesOccult your numbers. Ideal when you want to share your performance without showing the real money.
Number formattingConfigure how you want to see your numbers
AlertsNotify  strong fluctuation on your portfolio
Select currencyChoose which fiat currency you want to see values.
Select languageChoose App’s language.

4. Tax reporting

In this section, you’ll learn some basics about tax reporting in ACCOINTING.com, as well as the different tools you have on the desktop site. Feel free to check the crypto tax guide for more information.

a. Report

Short term gainsGains generated less than a year, including margin gains
Long term gainsGains generated more than a year
Total feesFees due to transactions on the last year

ACCOINTING.com allows you to download different types of report files depending on your needs.

TopicDescriptionDownloadable files
File with CPAIt is recommended for people who participate in different crypto markets, like staking, margin trading, mining, etc.Full Tax Report PDF + CSV 
Form 8949 PDF + CSV
All files in Excel
File aloneThis option is for people that want to do their tax report themselves.Full Tax Report PDF
Form 8949 PDF
How to file taxes PDF
File with an online toolFor people who have external tax reporting apps Turbo Tax CD
Turbo Tax Online
Form 8949 CSV

b. Holding Period

Here, you can check and analyze your portfolio balance when you’re making long-term (more than a year) investments. It helps you identify when is the best time to claim your gains depending on your tax preferences and the time you’re willing to wait.

As you move the chart bar, ACCOINTING.com estimates the amount of crypto that can be claimed as long-term gains represented in a percentage. 

  1. Holdings summary
  2. % long-term gains vs. time chart
  3. Holdings table

Holdings summary:

Topic Description
Total Crypto ValueThe total value of your portfolio
Gains < 1 YearGains obtained in less than a year calculated using current prices.
Gains > 1 YearGains obtained in more than a year calculated using current prices.

% long-term gains vs. time chart: this percentage is calculated using the long-term earnings of your total value at a specific time. This space is also used to analyze the selected assets. If you click on a particular crypto coin, it’ll appear a chart that allows you to realize the timeframe when your selected crypto is beginning to produce long-term gains.  

Holding table:

Topic Description
ASSETName of your asset/wallet
VALUE/AMOUNTValue of your amount of crypto at the current price
POSITIONSPercentage of your gains 
CURRENT PRICEThe present value of one coin
GAINS<1YGains less than a year (short-term gains) since the first trade
GAINS>1YGains more than a year (long-term gains) since the first trade
DETAILSShow the distribution of your asset between wallets/exchanges and short-long gains in the amount of crypto

Tax methods 

As it is said in the general setting, you can change your tax preferences depending on your trade style or circumstances. The following is a summary of each method, so you can better understand their differences. For further explanation, visit chapter 8 of the crypto tax guide.

N:  units sold

n: first units purchased

nL: last units purchased

nH: last units purchased with the highest price

P: price sold (current price)

p: first price purchased

pL: last price purchased

pH: Highest price purchased

CG = Capital Gain

Tax methodAbbreviationDescriptionBetter scenarioFormula
First In, First OutFIFOCoins are sold in the exact chronology as they were purchased.General circumstances N*P – N*p = CG
Last In, First OutLIFOThe last coins purchased as the first ones for sale.Leveraging long-term holding period N*P – n*pL + (N-n)*p = CG
Highest In, First OutHIFOHighest purchased coins as the one sold first.Reducing taxes by using the most significant capital losses and the lowest capital gainsN*P – nH*pH + (N-nH)*p = CG

c. Taxes for classifications

Add funds
Gift received
Gift sent
Margin fee
Margin gain
Margin loss
Remove funds

5. Manage Portfolio

a. Strategies

i. The classic buy low and sell high

Use the summary chart to analyze your coins to determine when is the best time to sell or buy positions.

ii. Take advantage of your portfolio’s allocation

After doing your market research, you can use the portfolio’s allocation to refund your winner position using your neutral positions. Make sure you’ve done your Technical Analysis and Fundamental Analysis before making a decision. This strategy is for using your portfolio value instead of adding funds.

iii. Taxes strategies

 Multi deposits

Buy at different price points to reduce the average purchase price depending on the tax method. Read the crypto taxes guide for a deeper understanding.

Realize losses

Realizing a loss can help you to reduce your taxes by reporting fewer gains. For a better explanation, imagine you want to use $10 to pay a Netflix subscription with crypto, and you have invested in ADA and ETH, so you have this situation:

As you can see, you gain $14 with ADA and lose $2 with ETH on unrealized gains. If you realized the $2 loss for getting one month of movies paying it with ETH, you have to report a negative income. Therefore, you have taxes on your side with a loss that doesn’t represent anything because your investments are still $12 profit.

Long term gains / Organize investments with wallets

The holding period it’s an important topic when you’re thinking about using your gains for purchases or change to FIAT. Generally, long term gains (more than a year) charge fewer taxes compared to short term. Therefore, this strategy consists of keeping your crypto that you plan to hold separate from your trading accounts to have organized your portfolio. Change the name of your wallets depending on their purpose. Always put your holding positions into wallets!

iv. Take advantage of ACCOINTING.com’s App

Analyze attractive cryptocurrencies on the Market section, and put a price alarm whenever you feel a good time to place a position.

b. Risk Management

i. Hold positions using wallets instead of Exchanges

When you have crypto in Exchanges, you aren’t entirely the owner of the private keys each coin has. Similar to a bank, you’re trusting the Exchange to keep your money safe. Also, you are exposed to be hacked, so it’s better to keep your crypto in a hot/cold wallet. 

ii. Diversified your portfolio

Diversification is one of the pillars when you are talking about managing your portfolio. It’s the best way to reduce risk and helps you to keep the probabilities in your favor. Imagine you have 100 USDT that you want to invest in crypto A and crypto B. These assets follow the subsequent behavior:

CryptocurrencyMonth 1Month 2
A/ 100 USDT100% / 200 USDT50% / 100 USDT
B/ 100 USDT50% / 50 USDT100% / 100  USDT

If you invest 100 USDT in just one cryptocurrency, you’ll end up with the same balance. Now, imagine that you invested 50 USDT in cryptocurrency A and 50 USDT in cryptocurrency B:

CryptocurrencyPortfolio allocationMonth 1Month 2 *
A50%50% * 100% = +50%50% * (-50%) = -25%
B50% 50% * (-50%) = -25%50% * 100% = +50%
Portfolio balance100%125%125%

*: For this example, the portfolio gets reallocated after month 1, so it will always be 50% asset A and 50% asset B. In other words, you use 25% of asset A to buy 25% of asset B.

You’ll end up with a total of 150 USDT by diversifying your investments. On the other hand, you can use this knowledge when you’re holding a position. For instance, you want to buy a long position for DOT with 100 USDT. You can diversify your investment by purchasing DOT at various price points:

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